BizAutomation Reviews & Ratings

BizAutomation

5.0 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 3 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Rillet?

Combine your Stripe and CRM data to facilitate the automation of essential processes such as customer revenue recognition, invoicing, and monitoring accounts receivable aging. Effortlessly explore key metrics like annual recurring revenue, net revenue retention, and logo retention cohorts, along with detailed SaaS profit and loss statements and comprehensive GAAP financial reports. Work in partnership with specialists who truly understand your obstacles and can provide effective solutions. Rillet AI can enhance your end-of-period closing process, simplifying cumbersome workflows by condensing them into concise summaries. Perform data analysis in just seconds, eliminating the hassle of multiple data exports, complex pivot tables, and lengthy lookups. By ensuring real-time synchronization with your CRM, Rillet AI automatically generates a revenue waterfall and deferred revenue schedules. You can also make modifications to existing contracts with ease and create customized revenue patterns. Additionally, connect effortlessly with over 11,000 banks and credit unions, while benefiting from our cutting-edge machine-learning algorithms that achieve a remarkable 90% accuracy in transaction matching. This revolutionary strategy not only saves valuable time but also significantly boosts your financial management efficiency, ultimately leading to improved decision-making and strategic planning. As a result, your organization can achieve greater agility and insight in its financial operations.

What is BizAutomation?

BizAutomation streamlines every aspect of your business without resorting to the typical "Good, Better, Best," "Sell by the App," or "Teaser Pricing" tactics that are often seen with major tech companies today. If this concept resonates with you, consider exploring our cloud business suite, which stands out as the most all-encompassing solution in the market. It features a range of functionalities including operations management, ERP, order management with shipping and fulfillment, procurement, accounting (eliminating the need for QuickBooks), warehouse management, inventory management, eCommerce, MRP, and workflow automation, all integrated into one cloud suite tailored specifically for emerging small businesses. As a transparent, family-owned software company based in the U.S., we uphold traditional values and actively engage in ensuring our customers' success, positioning ourselves as advocates who prioritize our customers over mere consulting partnerships. If you operate as a wholesale distributor, retailer, or run a shop floor for assembly or manufacturing—or even a blend of these roles—you may discover that we are the ideal solution for your business needs. In addition, our commitment to excellence ensures that every client receives dedicated support tailored to their unique challenges and aspirations.

Media

Media

Integrations Supported

Avalara
Brex
Expensify
Gusto
HubSpot CRM
Justworks
Lunos
Monk
Ramp
Rippling
Salesforce
Solvimon
Stackpack
Stripe
TaxJar
Taxwire

Integrations Supported

Google Calendar
Microsoft 365
Microsoft Excel
eChannelHub

API Availability

Has API

API Availability

Pricing Information

$199 per month

Pricing Information

$79.95/month/user
$79.95 per user / month (5-pack to start. Add single users as needed) Web store offered at $199.95
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rillet

Company Website

rillet.com

Company Facts

Organization Name

BizAutomation

Date Founded

2003

Company Location

United States

Company Website

www.bizautomation.com

Categories and Features

Accounting

Not specified

AI ERP

Not specified

ERP

Not specified

General Ledger

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Payroll Management
Project Accounting
Purchase Orders
Tax Management

B2B eCommerce

Not specified

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Demand Planning

Capacity Planning
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

Discrete ERP

Not specified

Distribution ERP

Not specified

Dropshipping

Analytics / Reporting
Customer Service Management
Order Management
Price Optimization
Product Information Management (PIM)
Shipment Tracking
Sourcing Management
Supplier Management
eCommerce Integration

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
SEO Management
Shopping Cart
Templates

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

General Ledger

Not specified

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Multi-Channel eCommerce

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart

Online Ordering

Menu / Product View
Mobile Ordering
Push Notifications
Reporting / Analytics
Secure Payment Processing
Store Locator
White-Label

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Fulfillment

Choose Shipping Service
Global Shipping
Inventory Management
Multi-Channel Support
Order Management
Production Logistics
Returns Management
Supply Chain Management
eCommerce Integration

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Order-to-Cash

Not specified

Procurement

Asset Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Supplier Management

Shipping

Air Shipping
Bills of Lading
Container Shipping
Freight Shipping
Ground Shipping
Import / Export
Ocean Shipping
Parcel Shipping
Quotes / Estimates
Shipment Tracking
Warehouse Management

Trucking Accounting

Not specified

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

Workflow Automation

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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